Capture leads with a chatbot

Step by step

Capture leads with a chatbot, one step at a time

1. 1

   Turn the form on

   Go to Integrations, then Lead Capture, and enable the form. Each agent has one lead capture form, shown as a real form in chat rather than a free-text request.

2. 2

   Write the form copy

   Set the title, description, button text, and success message so visitors know exactly why you are asking and what happens next.

3. 3

   Choose when it appears

   Set Show after messages; the default is after three visitor messages. After changing it, test the count in a brand-new conversation.

4. 4

   Configure the fields

   Add between one and eight text, email, or phone fields with labels, optional guidance, and required states. Name, Email, and Phone always feed the matching Leads columns.

   Good to know: Only filled-in fields are stored, so mark truly needed fields as required.

5. 5

   Save and test as a visitor

   Open a new conversation, trigger the form, submit it, and confirm the submission appears under Leads with the values in the right columns.

6. 6

   Review and export

   Filter Leads by date, email, or phone. Select rows and choose Export Leads when you need a CSV for your CRM or outreach list.